This blog post is part of a series highlighting Advisor Legacy team members. As Managing Director of our Acquisition and Legacy Planning services, Todd Doherty melds his background as [...]
Recently we talked about how important it is to communicate succession plans to clients before and during your actual transition. So often, advisors overlook the importance of communicating their [...]
This blog post is part of a series highlighting Advisor Legacy team members. Any business is only as good as its ability to deliver on its promises. Vicki Walton [...]
You spend decades building your practice. During that time, you cultivate and nurture strong relationships with your clients and your staff. With so much invested, you want to make [...]
We’ve heard it all before. The story about the cobbler’s children having no shoes. When it comes to financial advisors the story is the same. They spend their careers [...]
The last several years have taken their toll on everyone. Navigating a pandemic, along with volatile markets, shifting work cultures, and large-scale cultural changes has forced many advisors to [...]
Recently, a number of experts that specialize in RIA M&A have claimed that practice values are reaching their peak and will soon feel the effects of a volatile market [...]
Selling a financial advisory practice is a once in a lifetime event, one that can have a tremendous impact on an advisor’s life and family. Yet too many advisors [...]
Most advisors will only sell a practice once in their lifetime. It’s no wonder then that many advisors are woefully unprepared for that experience. Many also wait until they [...]
In this white paper, we outline the ten most important steps you need to take to prepare yourself and your business for growth and success through acquisition.
In this case study, we speak with two advisors who scaled back their practices through strategic client group sales and achieved better work-life balance.
In this white paper, we speak to industry lenders to learn about what options are available and what advisors need to know to prepare for the loan process.
